Sr. Relationship Manager Associate

FirstBank; Bowling Green, Northern (KY, KY); On-site; USD 65,000 - 90,000; Full time

Job summary

FirstBank is seeking a Senior Relationship Manager Associate to support Commercial Real Estate and Retail Banking teams. You will prepare documentation for deposits and loans, monitor files for completeness, and identify cross-sell opportunities across bank partners while delivering exceptional client service.

With 3+ years in banking, you will anticipate needs, address inquiries, and assist RMs with meetings and loan packets, contributing to the FirstBank service standard.

Qualifications

• High school diploma required, bachelor’s preferred.
• Minimum three years of banking experience preferred.
• Strong communication and organizational skills.

Responsibilities

• Support Commercial Real Estate and Retail Banking teams; anticipate needs and resolve issues.
• Prepare and review account documentation for high-volume deposits and loans.
• Review loan files for completeness and collateral security.
• Develop cross-sell opportunities across bank partners.
• Provide distinctive FirstBank service to clients and assist with special projects.

Skills

Customer service

Relationship management

Banking knowledge

Education

High school diploma or equivalent

Bachelor’s degree preferred

Job description

Position Summary:

The Senior Relationship Manager Associate (Sr. RMA) is an extension of the Relationship Manager (RM) team focused on providing distinctive customer service and performing administrative duties for RMs and clients. The Sr. RMA performs various support duties pertinent to meeting the needs of FirstBank’s clients and development of new business, and functions as an extension of the RM team for sales opportunities and brand awareness. Uses advanced computer and communication skills to anticipate and proactively address client and RM needs.

Essential Duties and Responsibilities:

• Function as an experienced member of the Relationship Manager team to provide support to Commercial Real Estate and/or Retail Banking teams; anticipate needs, issues and concerns of internal teams and clients, providing resolution or escalation when appropriate.
• Prepare and review all account documentation related to high-volume deposits and loans, and monitor the administration of the closing process.
• Review loan files to ensure file completeness, including the proper security of designated collateral.
• Monitor past dues and future maturities, manage draws, and update multiple RMs on a regular basis.
• Actively work to develop relationships across all Bank partners to identify cross-sell opportunities and referral business exhibiting an advanced level of bank product knowledge.
• May independently address client questions and issues; elevate advanced concerns to the appropriate RM team or Bank partner.
• Answer phones and/or greet FirstBank visitors, providing assistance and direction as appropriate.
• May assist RMs, Market Presidents or Area Presidents with special projects, including group presentations, community/civic events, internal and external meetings, etc.; may assist with preparation of Loan Committee packets.
• Provide consistent, distinctive service to all clients when delivering the FirstBank service experience.
• Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols.
• Regular and reliable attendance.
• Perform other duties as assigned.

Qualifications:

Education:

High school diploma or the equivalent required, with Bachelor’s degree preferred

Experience:

Minimum three years, with specific bank experience preferred